
When this happens...
New Lead

Automatically do this!
Create project
Create client
Create Person
Create role
Create skill
Assign person to project
Find project
Find a client
Find role
Find Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in odoo crm.
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create a new client in Runn using a name and optional website.
Add a person to Runn so they can be assigned a role, team, and schedule.
Create a new role in Runn to assign to people and projects.
Add a new skill to Runn so you can assign and track expertise.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Odoo and Runn accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Runn (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Runn. This includes choosing which data fields go into which fields of Runn, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Runn typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Odoo and Runn. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
Learn MoreRunn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
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